What’s New in November: AI-Powered Repository Search and Expanded Page Limits for Smart Fields

This month’s release includes updates to Laserfiche AI that let you search your repository in your own words through the Smart Chat interface and extract metadata from longer documents with increased Smart Fields page limits. Additional updates deliver more options for saving Office files, scheduling form submissions, and managing AI capabilities and account usage. Explore what’s new in the latest Laserfiche Cloud release.

Search Your Repository Using Natural Language with Laserfiche AI

Use everyday language to locate the documents you need. New search capabilities in Laserfiche AI Agents make it easier to find and work with content across your repository.

To get started, open Smart Chat in Agent mode and describe what you’re looking for in your own words. You can combine several criteria in one request, such as “Show me invoices involving Client A with a total amount greater than $5,000” or “Find any documents from 2025 that mention housing development project incentives.”

Laserfiche AI automatically builds a repository search based on your request, using the templates, fields, tags, and folders in your specific repository. The Agent responds with a preview of matching entries and explains the search criteria used.

Open the full search results to see all matching documents with the search filters already filled in. You can add, remove, or modify filters from here to refine your results as needed.

Use natural language search to discover relevant entries beyond your current repository view, then use them in interactions with Laserfiche AI. Ask follow-up questions using Smart Chat or instruct Agents to take action on the content you find, giving you a direct path from finding what you need to completing the task at hand.


Extract Key Information from Longer Documents with Smart Fields

By default, Smart Fields now extracts information from the first 50 pages of all documents, increasing coverage for image pages from the previous 10-page limit.

A new setting in Repository Administration also lets admins increase this extraction limit even further, up to a maximum of 200 pages per document. This repository-wide setting applies across document types, giving your organization the flexibility to configure a limit that fits your needs.

New setting in Laserfiche Repository Administration lets admins configure the maximum number of pages Laserfiche AI will reference when populating metadata with Smart Fields.

Processing more than 50 pages may consume additional AI units per operation. These changes apply to AI-assisted extraction only; template and tag classification page limits remain unchanged.


More Options for Saving Office Documents to Your Repository

The new Laserfiche Office Integration add-in lets you save Office files directly to Laserfiche from more places, including Office for the web and documents stored in OneDrive.

With this update, you can save directly from the web versions of Word, Excel, and PowerPoint, in addition to the desktop applications. You can also save documents currently stored in OneDrive directly to your Laserfiche repository.

The new add-in will be available on the Microsoft Marketplace soon.


Schedule When Forms and Surveys Open for Submissions

Open and close forms and surveys on schedule, whether you’re opening enrollment, accepting applications, or collecting evaluations. Process and survey designers can now set a start date and time for forms and surveys to begin accepting submissions, removing the need to enable them manually at the opening time. Use the start date on its own or combine it with the existing end date to define a submission window. This option can be configured for any business process or survey.

Accept new form submissions starting on a specific date and time.

New Admin Controls for Laserfiche AI in Process Automation

New settings in Account Administration let admins enable or disable AI-assisted form fill, AI Prompt Rule, and Smart Chat for workflow queries across their account. Admins can manage each capability individually or use a single control to enable or disable all three together.


Stay Informed with Email Notifications for Usage Limits

Account administrators now receive email alerts when usage of AI units, API calls, or audio/video transcription minutes reaches 80%, 90%, and 100% of their plan limits. All account admins receive these notifications automatically, helping them anticipate approaching limits and know when to consider purchasing additional usage to support their team’s needs.

Empower Preview: Intermediate Workflow Design

Unlock your automation potential with Workflow! This hands-on lab goes beyond the basics to highlight design patterns that efficiently and reliably facilitate common business needs like data processing, document processing and routing, and built-in exception handling.

Empower Preview: Introduction to Workflow

Automate repository actions with Workflow! Perfect for anyone new to Laserfiche and automation, this hands-on lab will showcase repository automation capabilities that can reduce repetitive manual tasks, streamline processes, and boost your efficiency.

Automating Laserfiche Records Management

Laserfiche’s records management functionality can support your compliance goals and help you better manage your records by simplifying the retention and dispostion of records. But automation can help streamline records management processes even further and reduce tedious day-to-day actions in the repository!

Empower Preview: Introduction to Laserfiche Records Management

Ready to try out Laserfiche records management? Learn how Laserfiche’s records management functionality can support your compliance goals and help you properly manage your records.

Working with Workflow and Laserfiche Forms (Self-hosted)

Join this hands-on, instructor-led training to connect Forms and Workflow and build automated, streamlined solutions in Laserfiche.

Working with Workflow and Business Processes (Laserfiche Cloud)

Leverage your Business Process and Workflow knowledge to expand your process automation capabilities and reimagine your organization’s processes. Gain practical knowledge to help you identify which features to use and how to successfully connect them in your solutions.

Personalizing WebLink and Public Portal

Set up Public Portal to meet your needs! Whether it’s making public records available to your citizens or providing access for customers who need to see their files, Laserfiche Public Portal is the tool you need for publishing content.

Laserfiche Virtual Training – New Laserfiche Administrator Bootcamp

Designed for new users to get caught up on Laserfiche administration basics, this lab-style instructor-led training will provide the foundations necessary to successfully manage, administer, and troubleshoot your Laserfiche system.

Securing the Information Behind Mission-Critical Government Services

Headshot of three webinar speakers on blue background

The true test of government technology isn’t how it performs on an ordinary day. It’s what happens when something goes wrong.

Cyberattacks, natural disasters and other disruptions can quickly put both information and essential services at risk. To maintain continuity, agencies need to think beyond traditional cybersecurity and connect security, information governance and recovery planning, ensuring trusted information remains available to the people who need it, even during a crisis.

During a webinar hosted by Laserfiche and Government Technology, speakers discussed how agencies can prevent service disruption and build trust with residents.

Built-In Security

Security is much harder to bolt on than to build in.

“Innovation and security are not opponents,” Liana Bailey-Crimmins, the former California state CIO and current CIO for Covered California, said on the webinar. “Through security, we can ensure that innovation lasts.”

When agencies wait until after technology decisions have been made to address security, they risk creating gaps, delays and additional work. Bringing security teams into the process earlier allows agencies to establish access requirements and other safeguards from the start.

Encryption, configurable access controls and audit logs help agencies safeguard sensitive information, while geographic redundancy supports recovery when disruptions occur. Clear agreements with cloud providers are equally important, ensuring both sides understand who is responsible for security, continuity and recovery.

Reliable Essential Services

A backup can restore information, but it doesn’t necessarily restore a service.

Government employees may also rely on identity systems, integrations, vendors, approvals and even manual steps to get essential work done. If any one of those dependencies is unavailable, restoring a repository or server may not be enough to get services running again.

“Resilience is not what the architecture promises. It’s what the organization can demonstrate under pressure,” said Andy MacIsaac, senior strategic solutions manager for government and education at Laserfiche.

Creating Consistent Governance

Governments know they need to strengthen governance for data, AI, and critical systems and solutions. But that is challenging when information is scattered across repositories and departments follow different processes. Every additional system creates another place to manage permissions, apply retention rules and produce evidence for audits.

Agencies can simplify that environment with common processes for classifying information, routing work, enforcing access and retention requirements, and preserving an audit trail. Consistency doesn’t mean treating every piece of information the same; agencies can apply stronger controls where sensitivity or risk requires them.

Governance only works when employees can work with it. If the approved way to find, access or share information creates too much friction, staff may turn to faster — and potentially less secure — workarounds. Effective governance should make the secure path the practical path.

A unified approach to information management can help agencies put these principles into practice without adding complexity to employees. By connecting information across departments and existing systems, agencies can automate routine workflows, apply security and retention policies consistently, maintain complete audit trails, and give authorized staff reliable access to the records they need. The result is less administrative burden, fewer information silos and a stronger foundation for compliance, continuity and responsive public service.

“I think everyone is trying to strengthen their governance right now,” said Joe Morris, chief innovation officer at eRepublic. “The challenge is doing so without adding more tools or administrative work.”

Start with One Essential Service

Resilience doesn’t have to begin with an agencywide transformation. It can start with one service that simply cannot afford to fail.

“Public trust is earned when services keep working when the storm is at our door,” Bailey-Crimmins said.

To get started, choose an essential service and run an information resilience drill around it. Identify the information required to deliver it, who needs access, which systems and vendors it depends on, and what happens when one of those dependencies becomes unavailable.

Then test the recovery path with the people who actually deliver the service. Can they access the information they need? Do integrations and handoffs still work? Can they continue serving residents within an acceptable timeframe?

The exercise turns resilience from an abstract goal into something agencies can see and improve. It should produce a clear picture of where the gaps are, who is responsible for addressing them and what needs to change.

Just as importantly, it creates a repeatable approach. Agencies can take what they learn from one essential service and apply it to the next, building resilience one critical process at a time.

Hear directly from Liana, Joe and Andy on how to modernize large-scale, mission-critical governmental operations with governed agentic AI and enterprise security.